Vanguard Morningstar Small-Cap Value ETF VBR

Vanguard Small-Cap Value ETF (el Fondo) es una clase de acciones negociadas en bolsa del Vanguard Small-Cap Value Index Fund, que emplea un enfoque de gestión pasiva o de indexación diseñado para seguir el rendimiento del MSCI US Small Cap Value Index (el Índice). El Índice es un índice diversificado de acciones de valor de empresas más pequeñas de Estados Unidos. El Fondo intenta replicar el Índice objetivo invirtiendo todos, o sustancialmente todos, sus activos en las acciones que componen el Índice, manteniendo cada acción en aproximadamente la misma proporción que su ponderación en el Índice. El asesor de inversiones del Fondo es The Vanguard Group, Inc.

Con 4 acciones de VBR (USD 937,90) habrías recibido USD 17,68 en dividendos en los últimos 12 meses.

• Zacks Investment Research 21 sept

  Should Pacer US Small Cap Cash Cows ETF (CALF) Be on Your Investing Radar?

  The Pacer US Small Cap Cash Cows ETF (CALF) is a passively managed fund with $3.75 billion in assets that provides exposure to small-cap value stocks. With a 0.59% expense ratio, it is relatively expensive compared to alternatives. The ETF has performed well with 25.24% gains year-to-date and 26.35% over the past year, earning a Zacks ETF Rank of 3 (Hold). Cheaper alternatives like Vanguard Morningstar Small-Cap Value ETF (0.05% expense ratio) and iShares Russell 2000 Value ETF (0.24% expense ratio) are available.

  

• Zacks Investment Research 15 sept

  Should WisdomTree U.S. SmallCap Dividend ETF (DES) Be on Your Investing Radar?

  WisdomTree U.S. SmallCap Dividend ETF (DES) offers broad exposure to small-cap value stocks with a 0.38% expense ratio and 2.33% dividend yield. The ETF has gained 19.25% year-to-date and holds a Zacks ETF Rank of 2 (Buy), making it suitable for long-term investors seeking small-cap value exposure, though competitors like Vanguard's VBR offer lower expense ratios.

  

• Zacks Investment Research 14 sept

  Should Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares (VIOV) Be on Your Investing Radar?

  VIOV, a passively managed ETF launched in 2010, provides broad exposure to small-cap value stocks with $1.84 billion in assets. The fund has a low expense ratio of 0.1%, returned 19.12% year-to-date and 21.87% over the past year, and holds 468 diversified companies with heavy exposure to Financials. It received a Zacks ETF Rank of 2 (Buy) and is recommended for long-term investors seeking small-cap value exposure.

  

• Zacks Investment Research 8 sept

  Should iShares Morningstar Small-Cap Value ETF (ISCV) Be on Your Investing Radar?

  ISCV, a passively managed small-cap value ETF launched in 2004, offers broad exposure to the small-cap value segment with low costs (0.06% expense ratio) and strong year-to-date performance of 18.64%. The fund holds over 1,000 stocks with heavy allocation to Financials (24.6%) and has a Zacks ETF Rank of 2 (Buy), making it suitable for long-term investors seeking small-cap value exposure.

  

• Zacks Investment Research 8 sept

  Is WisdomTree U.S. SmallCap Dividend ETF (DES) a Strong ETF Right Now?

  The WisdomTree U.S. SmallCap Dividend ETF (DES) is analyzed as a smart beta ETF offering broad exposure to small-cap value stocks. With $2.2 billion in assets, a 0.38% expense ratio, and 2.27% dividend yield, DES has returned 22.24% year-to-date and 20.21% over 12 months. The fund holds 517 stocks with heavy Financials sector exposure (25.4%) and carries medium risk with a beta of 0.89. Cheaper alternatives like IWN (0.24% expense ratio) and VBR (0.05% expense ratio) are also available.